Jason Church
Kenilworth
Summary
Professional financial consultant with expertise in managing high-net-worth portfolios and delivering personalized financial advice. Known for strong focus on team collaboration and achieving results. Recognized for adaptability and reliability, demonstrating skills in asset management and strategic financial planning.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Private Client Advisor
J.P. MORGAN SECURITIES
07.2022 - Current
- Collaborating with clients to address their financial goals and objectives.
- Perform research and analysis on products to determine suitability.
- Working with team of partners to increase and grow book of business
- Continuously network and build individual client base.
Financial Advisor
PNC INVESTMENTS
10.2018 - 07.2022
- Top 10 in the firm in year over year growth in 2021
- Collaborating with clients to address their financial goals and objectives.
- Perform research and analysis on products to determine suitability.
- Working with team of partners to increase and grow book of business
- Continuously network and build individual client base.
Financial Advisor
SANTANDER SECURITIES
05.2018 - 10.2018
- Collaborating with clients to address their financial goals and objectives.
- Perform research and analysis on products to determine suitability.
- Working with team of partners to increase and grow book of business
- Continuously network and build individual client base.
Financial Advisor
PNC INVESTMENTS
10.2017 - 05.2018
- Collaborating with clients to address their financial goals and objectives.
- Perform research and analysis on products to determine suitability.
- Working with team of partners to increase and grow book of business
- Continuously network and build individual client base.
Independent Financial Advisor
LPL FINANCIAL
01.2017 - 10.2017
- Collaborating with clients to address their financial goals and objectives.
Vice President Regional Coordinator – Heartland Territory (KS/MO/AR) – IBD & RIA’s
PRUDENTIAL FINANCIAL
01.2007 - 07.2016
- Spearheaded efforts to drive sales within the region while surpassing targets.
- Grew sales in the territory from $28 million to over $600 million during tenure.
- Ranked 1st out of 58 in the firm on a percentage of goal and 2nd in absolute $ for 2015.
- Cultivated positive and enduring relationships while retaining assets for the firm.
- Maintained full responsibility for leveraging Centers of Influence.
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
Internal Regional Coordinator
PRUDENTIAL FINANCIAL
01.2004 - 01.2007
- Partnered with the External Partner to drive revenue growth in the region, which encompassed business development, prospecting, competitive analysis, and territory management.
- Oversaw marketing, account management, and strategic planning initiatives.
Senior Customer Service Associate – Mutual Fund Division
PRUDENTIAL FINANCIAL
01.2002 - 01.2004
- Facilitated quality reviews on all financial transactions within the Call Center.
- Collaborated with the Help Desk to provide assistance to other Customer Service Representatives.
- Tracked service level percentages as well as identified opportunities for growth and improvement.
Customer Service Associate for Mutual Fund Division
PRUDENTIAL FINANCIAL
01.2000 - 01.2002
- Executed all aspects of asset management and asset retention within a saturated marketplace.
- Charged with accountability for managing mutual fund accounts for the shareholders.
Education
Bachelor of Arts - Economics, Concentration in Business
Montclair State University
Skills
- External Wholesaling
- Relationship Management
- Territory Management
- Financial Services
- Business Development
- Strategy Development
- Revenue Growth
- Competitive Analysis
- Financial Sales Expertise
- Cash flow management
- Insurance planning
- Retirement planning
Certification
NASD Series 7 Brokerage Securities License, NASD Series 66 License, Life Insurance License, Wealth Management Certified Professional
Timeline
Private Client Advisor
J.P. MORGAN SECURITIES
07.2022 - Current
Financial Advisor
PNC INVESTMENTS
10.2018 - 07.2022
Financial Advisor
SANTANDER SECURITIES
05.2018 - 10.2018
Financial Advisor
PNC INVESTMENTS
10.2017 - 05.2018
Independent Financial Advisor
LPL FINANCIAL
01.2017 - 10.2017
Vice President Regional Coordinator – Heartland Territory (KS/MO/AR) – IBD & RIA’s
PRUDENTIAL FINANCIAL
01.2007 - 07.2016
Internal Regional Coordinator
PRUDENTIAL FINANCIAL
01.2004 - 01.2007
Senior Customer Service Associate – Mutual Fund Division
PRUDENTIAL FINANCIAL
01.2002 - 01.2004
Customer Service Associate for Mutual Fund Division
PRUDENTIAL FINANCIAL
01.2000 - 01.2002
Bachelor of Arts - Economics, Concentration in Business
Montclair State University
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